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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,331 | $125,778-56.8% | $114,563-52.6% | $154,746-64.9% |
| Participation rate | 56.3% | 75.2%-18.9pp | 72.9%-16.7pp | 80.7%-24.5pp |
| Annual return | 17.67% | 295.14%-277.5pp | 241.09%-223.4pp | 172.34%-154.7pp |
| Employer contribution / active EE | $87 | $2,806-96.9% | $2,592-96.6% | $4,379-98.0% |
| Participant deferral / active EE | $913 | $4,445-79.5% | $4,142-78.0% | $6,730-86.4% |
| Admin fee / account holder | $3,680 | $8,190-55.1% | $7,623-51.7% | $14,365-74.4% |